LOCKE FOUNDATION: Form 990EZ, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- LOCKE FOUNDATION (EIN 20-0364281)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-03-12
- IRS object ID
- 201120719349200602
- Schema version
- 2010v3.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-03-12T12:08:19-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PISONI & ASSOCIATES | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 984 | AddressLine1 |
| City | WALNUT GROVE | City |
| State | CA | State |
| ZIP Code | 95690 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200364281 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOCKE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LOCK | NameControl |
| Phone | 9167761661 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1085 | AddressLine1 |
| City | WALNUT GROVE | City |
| State | CA | State |
| ZIP Code | 95690 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CLARENCE CHU | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 9167761661 | Phone |
| Date Signed | 2011-03-01 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRUCE PISONI CPA | Name |
| Phone | 9167761945 | Phone |
| Date Prepared | 2011-03-02 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | N/A | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 15304 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 15279 | ContributionsGiftsGrantsEtc |
| Investment Income | 25 | InvestmentIncome |
| Total Revenue | 15304 | TotalRevenue |
| Other Expenses Total | 15895 | OtherExpensesTotal |
| Total Expenses | 15895 | TotalExpenses |
| Excess Or Deficit For Year | -591 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 45564 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 44973 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22066 | BOY |
| EOY | 21475 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23498 | BOY |
| EOY | 23498 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45564 | BOY |
| EOY | 44973 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45564 | BOY |
| EOY | 44973 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | TO EDUCATE THE PUBLIC ABOUT THE CONTRIBUTIONS OF EARLY CHINESE-AMERICANS IN CALIFORNIA. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (3 entries)
| Description Program Service AccomDescriptionProgramServiceAccom | Program Service ExpensesProgramServiceExpenses |
|---|---|
| DOCENT -LED TOURS OF LOCKE; 20-200 VISTORS WEEKLY | 1375 |
| COLLECTING, RECORDING AND STORING ARTIFACTS AND ARCHIVAL MATERIAL FOR PUBLIC USE FREE OF CHARGE; RECORDING AND PRESERVING ORAL HISTORIES FOR PUBLIC USE FREE OF CHARGE. | |
| ERECTING THE LOCKE MONUMENT TO COMMEMORATE AND EDUCATE THE PUBLIC ABOUT THE CONTRIBUTIONS OF EARLY CHINESE AMERICANS IN CALIFORNIA; ERECTING THE LOCKE MEMORIAL PARK WALLS DEDICATED TO PAST AND PRESENT RESIDENTS AND TO THE SUPPORTERS OF THE LOCKE FOUNDATION; 50-200 VISTORS WEEKLY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 1375 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| CLARENCE CHU | ||||||
| PO BOX 987 | WALNUT GROVE | CA | 95690 | CHAIR | 10 | 0 |
| STUART WALTHALL | ||||||
| PO BOX 800 | WALNUT GROVE | CA | 95690 | VP | 2 | 0 |
| ALFRED YEE | ||||||
| 7431 MYRTLE VISTA AVE | SACRAEMNTO | CA | 95831 | SECRETARY | 10 | 0 |
| SHIRLEY ROBERTS | ||||||
| PO BOX 1085 | WALNUT GROVE | CA | 95690 | EXEC DIR | 10 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LOCKE FOUNDATION | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1035 | AddressLine1 |
| City | WALNUT GROVE | City |
| State | CA | State |
| ZIP Code | 95690 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9167761661 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | true | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8055 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18112 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 28207 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22897 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15279 | CurrentTaxYear |
| Total | 92550 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 45 | CurrentTaxYearMinus1Year |
| Current Tax Year | 25 | CurrentTaxYear |
| Total | 70 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8055 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18112 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 28207 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22942 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15304 | CurrentTaxYear |
| Total | 92620 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 92620 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 69 | CurrentTaxYearMinus2Years |
| Current Tax Year | 25 | CurrentTaxYear |
| Total | 94 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 69 | CurrentTaxYearMinus2Years |
| Current Tax Year | 25 | CurrentTaxYear |
| Total | 94 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8055 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18112 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 28276 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22942 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15329 | CurrentTaxYear |
| Total | 92714 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99900 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99890 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | EXPENSES ADVERTISING 220 INSURANCE 868 MISCELLANEOUS 50 OFFICE SUPPLIES 933 PARK EXPNESES 2,275 TRAVEL 129 PRINTING 1,695 PROFESSIONAL SERVICES 5,475 SPECIAL EVENT 764 TAXES 581 TOURS 611 UTILITIES 2,294 TOTAL 15,895 |
| OTHER ASSETS | FORM 990-EZ, PART II, LINE 24 | LOCKE MEMORIAL MONUMENT & WALLS 23,498 23,498 TOTAL 23,498 23,498 |
| PRIMARY EXEMPT PURPOSE | FORM 990-EZ, PART III | TO EDUCATE THE PUBLIC ABOUT THE CONTRIBUTIONS OF EARLY CHINESE-AMERICANS IN CALIFORNIA. |
| THIRD ACHIEVEMENT | FORM 990-EZ, PART III, LINE 30 | ERECTING THE LOCKE MONUMENT TO COMMEMORATE AND EDUCATE THE PUBLIC ABOUT THE CONTRIBUTIONS OF EARLY CHINESE AMERICANS IN CALIFORNIA; ERECTING THE LOCKE MEMORIAL PARK WALLS DEDICATED TO PAST AND PRESENT RESIDENTS AND TO THE SUPPORTERS OF THE LOCKE FOUNDATION; 50-200 VISTORS WEEKLY |
Compensation Explanation CompensationExplanation
Compensation Compensation (4 entries)
| CLARENCE CHU |
| STUART WALTHALL |
| ALFRED YEE |
| SHIRLEY ROBERTS |